Anthony
Anzalone

J.P. Morgan Securities LLC

CRD#2238602
Investment Advisor
in New York, NY
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About this Advisor

Anthony Anzalone is a certified financial planner based out of New York, New York, with a total of 12 years of work experience. Anzalone is an advisor for J.P. Morgan Securities LLC. The advisor has gained experience at Chase Investment Services Corp and J.P. Morgan Securities LLC. Anzalone holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. J.P. Morgan Securities LLC is an advisory company operating out of New York, New York. The investment advisory business has offices in 5,365 locations and a total of 5,713 financial advisors. It has $113 billion in assets between its 505,984 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 190 charities and foundations. Of its 505,984 client accounts, 16% are held by high-net-worth individuals who have at least $1 million in investable assets. J.P. Morgan Securities LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which service is offered. However, fee types billed by J.P. Morgan Securities LLC most likely include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

28 Liberty Street
New York, NY 10005

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Anthony Anzalone Work History

Anthony has 12 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2006 - 2012 (6 years)

Chase Investment Services Corp

Disclosures

Anthony Anzalone has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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